CITY HR Training and Events Schedule 2019 Programme Title, Price Venue & Date Content Speakers (excl VAT)

THROUGHOUT 2019 Employee Conduct Rules Training • Andrea Eccles, Subject to Train-the-Trainer and In-House Delivery CEO, City HR member Employee Conduct Rules A ½ day workshop for HR, L&D, Risk and Compliance on the delivery • Marian Bloodworth, requirement Training of Employee Conduct Rules Training aligned to SMCR. Employment Law A cost-effective intervention for organisations wishing to manage Partner, Kemp Little Train-the-Trainer and In-House their own personal internal training. Led by City HR, and Kemp Little • Leading in-house SMCR Delivery LLP, and with the practitioner insight provided by an in-house SMCR Programme Leader Programme Leader, this programme addresses: • Cindy Mahoney, • Preparing to deliver in-house training. City HR • The pros and cons of delivering conduct rules on-line vs face-to-face • The content of on-line programmes and market-wide suppliers • Delivering Conduct Rules Training - all slides, exercises, case studies and evidencing the training are covered in an experiential session

• Ask the Experts - your questions on SMCR Embedded in the programme is peer knowledge sharing on all aspects of SMCR and take-aways including a memory stick with all slides and handouts. Taster Sessions March & September Programme Overview with the programme design & delivery team Free

JANUARY 21st January 8:30 - 10:30am Resilience and Mental Wellbeing on Blue Monday • Pip Clarke, Complete £110

• Understand the impact of stress on our physiology Coherence Blue Monday Breakfast • The vital role of line managers • Will Mitchell, Jardine Venue • A personal story from John Sutherland Lloyd Thompson Jardine Lloyd Thompson Group • Expert insights from the Panel • Paul Barrett, Bank The St Botolph Building, Workers Charity 138 , • John Sutherland, former EC3A 7AW Metropolitan Police

Commander and author

of ‘Blue – A Memoir’

31st January 8:30 - 10:30am HR Analytics, AI & Automation Club • Yazad Dalal, Oracle Free

Shades of Grey: a study of engagement in work teams. • Cathy Brown, Capability HR Analytics, AI & Automation A recent study including 195 participants from 28 teams across 7 sectors Brown Club compared engagement in work teams. Their findings suggest there are • Case Study presented by Venue ‘shades of grey’. the European Bank for Oracle • Hear about the study findings Reconstruction and One South Place, • Explore the zones of Development London EC2M 2RB • Contentment • Pseudo-Engagement • Engagement • Disengagement • Practitioner Insight by the European Bank for Reconstruction and Development (EBRD)

FEBRUARY

27 February 08:30 - 10:30am Assessing your readiness for the SMCR extension • David Blunt, Head of £110

Conduct Specialists, Understanding your state of Aimed at firms embarking on SMCR, or those in scope who would like Supervision, FCA readiness for SMCR extension latest thinking, this programme will: • Polly James, Regulatory Venue • Provide an SMCR overview with expert insight direct from the Partner, Bryan Cave Berwin Cave Leighton Paisner Financial Conduct Authority (FCA) Leighton Paisner Adelaide House • Identify and discuss challenges being encountered by firms already in • Marian Bloodworth, scope Employment Partner, London EC4R 9HA • Share the experience of an in-house practitioner on “what worked Kemp Little LLP • Joanne Owers, for us” Employment Partner, • Leverage the expertise of the City HR SMCR Taskforce on all facets DAC Beachcroft LLP

• Cindy Mahoney, City HR

• Andrew Pullman, People Risk Solutions • Peter Wright, Regulatory Litigation Partner, Fox Williams LLP • Caroline Smith, HireRight

Programme Title, Price Venue & Date Content Speakers (excl VAT) MARCH 7 March 08:30 - 10:30am Apprenticeships in the City Celebrating Apprenticeship Week • Karen Taylor, Free

The London Institute of Apprenticeships in the City • Meet an apprentice and their manager Banking & Finance • Case studies, Digital, Cyber, Mid-career Venue • Cindy Mahoney, City HR • Best practice insights from a training provider The London Institute of Banking • James Kelly, Corndel • Discussion with fellow City HR members & Finance, Peninsula House, • Carl Andersen, Société

36 Monument Street, Générale

London EC3R 8LJ

13 March 4:00 - 6:00pm followed Speak Up, Listen Up – Building Psychological Safety into your Culture • Jillian Naylor, Free by networking & drinks Why does culture matter and what guidance exists to support firms? Linklaters

• Olivia Fahy & Member Forum Spotlight and interactive exercise on the work being undertaken by Alexandra Chesterfield, the FCA on Speak Up, Listen Up Venue Financial Conduct Linklaters, • What is psychological safety, why it matters and why the FCA have Authority 1 Silk Street, been exploring the topic further. London EC2Y 8HQ • An overview of the FCA’s work in this regard, including a short video from the CultureSprint • A roundtable exercise on just one of the sprint exercises viewed

through the eyes of (i) the leadership team (ii) HR and (iii) the

individuals

• Take-aways back to the workplace on creating the right environment

• What’s next for the FCA on Leadership & Management Capabilities

21 March 08:45 - 12 noon Women in Leadership • Fiona Samouelle, £185

LHH Penna Women in Leadership A workshop for female leaders. Learn how to lead yourself with • Cindy Mahoney, • Confidence Venue City HR • Resilience LHH Penna • Authority 55 Gracechurch Street, • Power London EC3V 0EE

APRIL

2nd April 8:30 -10:30am HR Analytics & AI Club • Yazad Dalal, Oracle Free

• Sarah Henry, Oracle HR Analytics & AI Club AI in the Workplace: An exploration of how emerging technologies are • Practitioner insight and being used to support the people agenda. Practitioner insight provided Venue case study will be by a leading edge organisation in this regard Oracle, One South Place, presented on the day

London EC2M 2RB

11th April 8:30 -10:30am Sexual Harassment Investigations: Protecting Your Workforce • Marian Bloodworth, Free

Kemp Little LLP Sexual Harassment Sexual harassment is a serious issue that has dominated the media • Jane Mann, Fox Investigations: Protecting Your through the #MeToo campaign. Whilst unwarranted in the workplace, Williams LLP Workforce how do employers manage investigations and protect both the • Interactive session with complainant and accused? The programme addresses Venue drama case study Kemp Little LLP • How to handle a sexual harassment complaint in a balanced way House,138 Cheapside, using a drama based case study London EC2V 6BJ • The role of settlement agreements, what they can and can’t do • The interest being taken by the government on this and other discriminatory issues • Why HR should pay heed to the well-being and mental health of the parties involved

30th April 08:30 - 11:00am Compensation Forum 1 • Paul Scarborough & £155

A core City HR bi-annual event, this session will include: Jill Townley, PwC Compensation Forum 1 • Suzanne Bliss, • high level round-up of recent reward and regulation developments Venue Willis Towers Watson • market updates and trends Simmons & Simmons LLP • Charles Mayo, • the new regime for contractors, City Point, Simmons & Simmons • gender pay and BAME compensation reporting One Ropemaker Street, • Carolynne Ruffle, • what we are seeing in relation to Brexit London EC2Y 9SS City Pay Associates • practical insights from our Expert Panel • Helen Farr, • financial well-being Fox Williams LLP This session is tailored to be relevant to all financial services disciplines • Alan Morahan, PS including Banking, Asset Management and Insurance Aspire • Joel Davies, McLagan

Programme Title, Price Venue & Date Content Speakers (excl VAT) MAY 7th May 08:30 - 10:30am Reward Roundtable • Claire Morland, AON Free

Culture, Performance & Reward - finding the right balance • Paul Scarborough, PwC Reward Roundtable • David Clifford, Culture, Performance & Reward - This session will explore issues relating to: David Clifford Consulting finding the right balance • How can performance management influence culture and culture

change? Venue • What are the evolving regulatory expectations in this area? PwC, 7 More London SE1 2RT • What do we really mean by risk-adjusted reward? Corporate & Individual?

• Just how important is reward in influencing organisation culture?

Diversity, Inclusion and Belonging • Nick Hurley, Free 14th May 08:30 - 10:30am Employment Law Partner, • Themes from Year 2 Gender Pay Gap Diversity, Inclusion and Charles Russell Speechlys • Which interventions are making a difference – update from the Belonging • Francine Hudson, Government Equalities office Government Equalities Venue • Outcome of BAME Pay Gap Consultation Office Charles Russell Speechlys LLP

5 Fleet Place, London EC4M 7RD

HR Transformation through Agile Working • Vikram Jain, JCurve Free 16th May 09:00 - 12:00am • Perry Timms, PTHR HR needs to undergo significant change in the year ahead. How can HR Transformation through Agile • Yazad Dalal, Oracle you achieve that in the most time and cost efficient way and add value Working at every step Venue Oracle, One South Place, London • The transformation challenges that HR need to face • Some organisations are already ahead of the curve – see & hear about EC2M 2RB their experiences

• Get first-hand exposure to an agile project simulation

JUNE

SMCR: Aligning Technology to Investigations and Record-Keeping • Jane Mann, Free 20th June 8.30 - 10.30am Fox Williams LLP Maintaining and accessing appropriate records under SMCR compliance SMCR: Aligning Technology to • Peter Wright, is a key requirement but what happens if a potential breach occurs and Investigations and Record- Fox Williams LLP a full-scale supervisory investigation is required? This session ranges Keeping • Warren Roy, Global Relay from satisfying the FCA’s record keeping requirements through to the • SMCR Taskforce Panel Venue deployment of innovative technology to capture employee and business

Global Relay, 45 Cannon Street, data. The agenda covers:- London EC4M 5SB • Reminder of FCA SYSC requirements on Record Keeping • Outline of FCA Senior Manager Conduct Rules and how these relate to recording, monitoring and actioning information • Investigations: a role play and demonstration of innovative technology in supporting a compliance breach or a supervisory investigation

• Expert Panel: How technology can underpin SMCR across all facets

27th June 4:30 - 6:00pm Member Forum & AGM • Nick Hurley, Free followed by networking & drinks AGM followed by Employment Law Partner,

Member Forum & AGM Charles Russell Speechlys City HR Literary Festival • An array of HR authors Venue • New and acclaimed HR titles

Charles Russell Speechlys LLP • Meet the authors

5 Fleet Place, ….. during networking and drinks with your City HR friends!

London EC4M 7RD

JULY

3rd July 08:30 - 10:30am HR Analytics & AI Club • Yazad Dalal, Oracle £595 Neuroscience and Human Behaviour in the Employee Experience • Andrea Eccles, HR Analytics & AI Club CEO, City HR Venue • Cindy Mahoney, Oracle, One South Place, City HR London EC2M 2RB

4th July 4:30 - 6:30pm Women in Leadership: Career Inspiration • Francine Hudson, Free Women in Leadership: Career • Hear insights from the Government Equalities Office and the Government Equalities Inspiration Behaviour Insights Team about what works in helping women Office

Venue progress in the workplace • Helen Farr, Fox Williams LLP • Hear hints and tips from inspirational women on what helped them • Cindy Mahoney, City HR Fox Williams LLP, 10 Finsbury Square, London EC2A 1AF • Share best practice with other City HR members

Venue Year EndCelebration 27th November London EC4M7LS 10 PaternosterSquare London StockExchange Venue Annual Conference PormeTte Venue &Date Programme Title, 11th November PwC, 7MoreLondonSE12RT Venue Reward Roundtable 17th October London EC2Y9SS City Point,OneRopemakerStreet Simmons &LLP Venue Compensation Forum2 10th October Square, LondonEC2A1AF Fox WilliamsLLP Venue implementation Countdown toSMCR 26th September London EC3V7AN AON Centre,122LeadenhallStreet AON HewittMcLagan Venue Member Forum 19th September Work StudyTour NEW SEPTEMBER

To beadvised SEPTEMBER NOVEMBER OCTOBER 08:30 -10:30am 08:30 -11:00am , 10 Finsbury 8:30-10:00 4:30 -6:00pm 5:00 -7:00pm 9:00am -4:30pm

otn Speakers Content including Banking,AssetManagementandInsurance This sessionistailoredtoberelevantallfinancialservicesdisciplines A coreCityHRbi-annualevent,thissessionwillinclude: Compensation Forum2 HR/Risk/Compliance practitioners Breakfast Roundtabletotestreadiness withtheSMCRTaskforce and Taking thepulseonemployeevalueproposition Financial Servicesto:- A chanceformemberstovisitaleading-edgefirmoutsideof up withCityHRfriends! Join usanytimebetween5-7pmforfestivedrinks&nibblesandcatch Member ForumandYear-End Celebration Save thedate Full programme tobeannouncedSummer2019. Theme: Creating theWorkforce oftheFuture Governance anditsroleontheRewardagenda Reward Roundtable • • • • • • • • • • • • • Pension communicationstretegy Practical insightsfromourExpertPanel Pay strategyfor2020 What weareseeinginrelationtoBrexit Expectations regardingtheBudget2019 High levelroundupofrecentrewardandregulationdevelopments De-brief onlessonslearnt Understand theirphilosophytonewtechnologiesandthefutureofwork Meet withHRtoexploreorganisationaldesignandthetalentagenda support this? How hastheSM&CRimpactedGovernanceandhowcanHRbest learn fromthem? Requirements forlistedcompaniesandwhatcannon-listedfirms RemCo orManagementwhataretheGovernanceissues? How todefinegoodGovernance? EC4N 6NP London 60 Cannon Street HRAssociation City

e:www.city-hr.co.uk Web: 02076701932/4 [email protected] E-mail: Tel:

Aon HewittMcLagan Hosted by • • • • • • • • • • • • David Clifford Consulting David Clifford, Paul Scarborough, Claire Morland, Joel Davies, Alan Morahan, Helen Farr, City PayAssociates Carolynne Ruffle, Simmons & Charles Mayo, Willis Towers Watson Suzanne Bliss, Jill Townley, Paul Scarborough & The SMCRTaskforce Philip Allen Tour Lead Joel Davies

Fox WilliamsLLP McLagan PwC PS Aspire Sponsored by: AON

PwC (excl VAT) (excl

Price Free £395 Free £155 Free £595

© City HR Association 2019